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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,569 | $81,331-79.6% | $155,534-89.3% | $80,935-79.5% |
| Participation rate | 58.3% | 66.3%-7.9pp | 78.2%-19.9pp | 67.7%-9.3pp |
| Annual return | 14.80% | 33.37%-18.6pp | 64.92%-50.1pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,302 | $3,105-58.1% | $4,675-72.1% | $2,757-52.8% |
| Participant deferral / active EE | $1,067 | $3,454-69.1% | $5,630-81.1% | $4,299-75.2% |
| Admin fee / account holder | $9,452 | $7,999+18.2% | $15,900-40.6% | $6,924+36.5% |